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As this is our final newsletter for 2021, I’d like to take the opportunity the wish you all a relaxing festive season and all the best for 2022. On behalf of the Lonsec, I would like to thank you for your support and for entrusting us with your clients’ investments and we look forward to […]
In response to growing demand from advisers, Lonsec has launched a new risk profile of its Listed Managed Portfolios onto the HUB24 platform. The new Conservative profile adds to the Balanced, Growth and High Growth profiles already available on HUB24. The Conservative portfolio has been designed for investors with a preference for a portfolio that […]
Lonsec’s suite of managed portfolios are now available on BT Panorama with the addition of the Sustainable portfolios. The Sustainable portfolios provide greater choice for clients seeking investment strategies that align with their personal values and demonstrate strong environmental, social and governance (ESG) practices. Recognising the growing demand for responsible investment solutions, Lonsec developed the […]
Increasingly, it is no longer enough for advisers to be reactive when clients ask about sustainable investing. It is vital that you have an ESG/Sustainable alternative as part of portfolio recommendations for your clients. We have put together 5 questions you should be asking your clients when discussing sustainable investments ranging from how much clients […]
Inflation continues to be on everyone’s lips. The debate as to whether inflation is transitory or structural in nature is gaining momentum as the US recorded an annual rate of inflation of 6.2%, the highest rate in three decades. What is interesting is that we are observing a growing divergence between what is driving inflation […]
Across the financial services industry there are a number of key themes that are ongoing and emerging, including regulatory and legislative change, challenges of a pandemic environment, distribution channels and the rising focus on ESG and sustainability considerations. In this panel session we will discuss the strategic considerations associated with the rising adoption of net […]
Chief Investment Officer, Lukasz de Pourbaix, provides an update on the outcomes of Lonsec’s latest quarterly investment committee and current Dynamic Asset Allocation (DAA) views. At the September meeting Lonsec made a change to the DAA positions and reduced our Overweight position in Australian Equities to a Slight Overweight position, whilst increasing our exposure to […]
The positive market momentum came to an end in September, ending an impressive 11-month run of gains, with the S&P/ASX 300 losing 1.9% for the month. However, despite the relative weakness over the month of September, the Listed portfolios’ quarter end returns were positive, supported by a strong reporting season in August. Dan Moradi, Portfolio […]
We recently reduced the portfolio’s growth position by reducing the Overweight positioning in Australian Equities to Slightly Overweight. The economic shutdowns in Australia, combined with slowing growth out of China, have had a negative impact on a range of domestic indicators resulting in a deterioration in our Australian Equities cyclical signal. Deanne Baker explains the […]
The Sustainable portfolios remained comfortably ahead of the strategic benchmark and their respective FE Multi-Asset Benchmark Indices during the September quarter. This was despite a market-sell off, concerns around softening global growth, rising inflation and fears of a global financial contagion stemming from the worlds most indebted company, Evergrande Group based in China. Returns from […]
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